Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.
Despite a significant lag behind the broader market over the past year, analysts maintain a cautiously optimistic stance on Copart's long-term prospects, even as near-term headwinds persist.
Climate Impact Partners bolsters its leadership team with the appointment of Ryan King, former CCO of carbon removal firm Undo Carbon, signaling aggressive expansion plans in the evolving voluntary carbon market.
As the wearables market surges, Biolinq CEO Richard Yang positions smart patches as the next evolution, capable of tracking deep biochemical data where watches track surface metrics, with his company's FDA-cleared glucose sensor leading the charge.
The Walt Disney Company posted a mixed fiscal first quarter, with its Experiences division reaching an unprecedented $10 billion in revenue. While streaming profits soared, a warning of softening U.S. park demand and a looming CEO transition cast a shadow over the results.
Shares of USA Rare Earth (NASDAQ: USAR) climbed over 6% Monday morning following reports of a proposed U.S. government initiative, dubbed 'Project Vault,' aimed at securing a strategic reserve of critical minerals, including rare earths, to counter potential supply chain vulnerabilities.
Alliance Resource Partners (ARLP) reported robust fourth-quarter earnings, driven by cost discipline and a resilient coal market. The company provided optimistic 2026 guidance, citing strengthening demand from data centers, industrial growth, and recent winter storms that underscored coal's critical role in grid reliability.
Shopify has introduced stricter controls on how partners can use merchant data for AI training and overhauled its billing framework, moves aimed at balancing innovation with data privacy as it advances its 'agentic commerce' vision.
Reports of discussions between Ford Motor Company and Chinese tech giant Xiaomi over a potential electric vehicle partnership have ignited industry speculation, despite both firms denying any imminent deal. The talks underscore the complex interplay of technology, geopolitics, and market access shaping the global EV race.
Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.
Target's Michael Fiddelke and Walmart's John Furner step into the CEO role, outlining priorities to reinvigorate growth and customer loyalty amid operational and social challenges.
The grocery sector begins 2026 with significant executive turnover, including leadership changes at Lidl US, The Save Mart Companies, and a major realignment within Walmart's top ranks ahead of its CEO transition.
Apple posts a record-breaking quarter driven by iPhone strength, but Wall Street is divided. While some analysts see a massive AI opportunity ahead, others warn that the partnership with Alphabet's Gemini could limit Apple's long-term upside and strategic independence.
As Bob Iger prepares for his second departure, the Disney CEO outlines a forward-looking mandate for his successor during an earnings call, emphasizing evolution in a dynamic media landscape.
The White House has confirmed the launch of a major strategic initiative to stockpile rare earth elements, aiming to reduce American dependence on China for the critical minerals used in defense tech and consumer electronics.
IBM intensifies its focus on the enterprise AI market with the launch of its governed deployment platform, a strategic collaboration with e& for regulated sectors, and the appointment of PepsiCo's Ramon Laguarta to its board of directors.
Buoyed by robust demand for its premium iPhone 17 Pro models, Apple is projected to report its highest quarterly iPhone sales increase in over four years. Analysts spotlight a pivotal AI deal with Google's Gemini as a key future growth lever, even as the tech giant navigates supply chain cost pressures.
Investment firm Curreen Capital, which targets undervalued 'ugly duckling' companies, reported strong 2025 returns. Its latest investor letter highlights automotive parts retailer Advance Auto Parts (AAP) as a prime example of its contrarian approach, despite the stock's recent volatility and mixed performance.
Danish brewing giant Carlsberg has agreed to sell its 50% stake in the Lhasa Brewery joint venture to its local partner, Tibet Development, for 292 million yuan ($42 million), ending a partnership marked by operational disputes and significant financial impairments.
A deep dive into valuation metrics suggests Martin Marietta Materials (MLM) shares may be pricing in an overly optimistic outlook for construction growth, with key models indicating potential overvaluation.
